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Listen "Episode 22: Pay Less Tax"
Episode Synopsis
Takeaways: Make sure you know what your tax liability looks like in retirement. Your RMD's can cause the tax you pay to go up on all other sources of income. Would a Roth IRA conversion or special designed life insurance benefit you? Have a Roth IRA conversion calculation done for you.
More episodes of the podcast Retirement DNA
Episode 40: A Conversation about Tax
21/01/2025
Episode 34: The Secure Act 2.0
18/01/2023
Episode 31: The Power of Zero
07/10/2022
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